Measured Wealth Private Client Group, LLC

13F filer · CIK 0001720235

Reported Aug 10, 2026

Net buyer this quarter

13F portfolio value$414MU.S. long equity reported on 13F

Positions55933 new · 33 closed

Net flow last quarter+$1.52MBuys minus sells

Top 10 positions weight28.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 2026559 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$28.3M	6.83%	Not reported	+10.8%	Q3 2017
GLDSPDR Gold Trust	$18.1M	4.38%	0.01%	-18.6%	Q3 2018
UPSUnited Parcel Service Inc	$17.1M	4.14%	0.02%	-5.6%	Q2 2018
SMHMarket Vectors ETF Trust	$16.4M	3.95%	Not reported	-7.4%	Q3 2018
SPYSPDR S&P 500 ETF Trust	$13.7M	3.32%	Not reported	-0.1%	Q3 2017
NVDANvidia Corp	$6.69M	1.62%	0.00%	+1.0%	Q3 2018
QTUMQuantum Group Inc	$6.1M	1.47%	Not reported	New	Q2 2026
AAPLApple Inc.	$6.04M	1.46%	0.00%	+0.6%	Q3 2017
AVGOBroadcom Inc.	$3M	0.72%	0.00%	-15.4%	Q3 2018
MSFTMicrosoft Corp	$2.13M	0.51%	0.00%	-0.6%	Q3 2017
CCitigroup Inc	$2.01M	0.49%	0.00%	-2.8%	Q3 2018
AMATApplied Materials Inc	$1.79M	0.43%	0.00%	-12.6%	Q3 2018
SPMDSupermedia Inc.	$1.66M	0.40%	Not reported	-22.3%	Q3 2018
FLEXFlex Ltd.	$1.59M	0.38%	0.00%	-19.8%	Q4 2023
BMYBristol Myers Squibb Co	$1.57M	0.38%	0.00%	+8.4%	Q3 2018
ESEversource Energy	$1.51M	0.37%	0.01%	+5.6%	Q3 2025
MOAltria Group, Inc.	$1.5M	0.36%	0.00%	+3.5%	Q2 2018
HSTHost Hotels & Resorts, Inc.	$1.49M	0.36%	0.01%	+10.4%	Q1 2026
AITApplied Industrial Technologies Inc	$1.45M	0.35%	0.01%	-1.7%	Q2 2022
RRyder System Inc	$1.41M	0.34%	0.01%	-7.6%	Q3 2018
OHIOmega Healthcare Investors Inc	$1.39M	0.34%	0.01%	+7.2%	Q3 2018
ACTEnact Holdings, Inc.	$1.23M	0.30%	0.02%	+3.4%	Q4 2022
NBNNortheast Bancorp	$1.21M	0.29%	Not reported	-18.0%	Q2 2018
EMEEMCOR Group, Inc.	$1.2M	0.29%	0.00%	+2.3%	Q3 2024
CAHCardinal Health Inc	$1.14M	0.28%	0.00%	+10.8%	Q4 2022
GTXGarrett Motion Inc.	$1.13M	0.27%	0.02%	-22.8%	Q4 2018
MGAMagna International Inc	$1.13M	0.27%	0.01%	Not reported	Q3 2018
EWBCEast West Bancorp Inc	$1.11M	0.27%	0.01%	+6.9%	Q1 2021
HWCHancock Whitney Corp	$1.08M	0.26%	0.02%	+4.7%	Q3 2018
BPOPPopular, Inc.	$1.05M	0.25%	0.01%	+4.2%	Q2 2022
BBarrick Mining Corp	$1.03M	0.25%	0.00%	+13.4%	Q2 2025
SFDSmithfield Foods Inc	$1.02M	0.25%	0.01%	New	Q2 2026
CMCanadian Imperial Bank of Commerce	$1.01M	0.24%	0.00%	-12.6%	Q3 2018
JBLJabil Inc	$1.01M	0.24%	0.00%	Not reported	Q3 2018
JPMJPMorgan Chase & Co	$999K	0.24%	0.00%	-8.1%	Q2 2018
APHAmphenol Corp	$969K	0.23%	0.00%	Not reported	Q2 2021
MCYMercury General Corp	$950K	0.23%	0.02%	+4.7%	Q4 2024
MLIMueller Industries Inc	$935K	0.23%	0.00%	+3.2%	Q1 2023
AZZAzz Inc	$934K	0.23%	0.02%	-0.6%	Q3 2025
BTSGBrightSpring Health Services, Inc.	$933K	0.23%	0.01%	-5.5%	Q2 2025
BFHBread Financial Holdings, Inc.	$931K	0.23%	0.02%	-8.5%	Q4 2025
PHINPhinia Inc.	$928K	0.22%	0.03%	+6.6%	Q3 2023
TTMITTM Technologies Inc	$927K	0.22%	0.00%	-23.2%	Q1 2020
IBKRInteractive Brokers Group, Inc.	$917K	0.22%	0.00%	-3.4%	Q2 2024
OPLNOPENLANE, Inc.	$915K	0.22%	0.02%	-0.9%	Q3 2025
JNJJohnson & Johnson	$898K	0.22%	0.00%	+5.9%	Q3 2017
JAZZJazz Pharmaceuticals plc	$872K	0.21%	0.01%	-2.2%	Q1 2025
IAGIamgold Corp	$863K	0.21%	0.01%	+10.7%	Q3 2024
TRVTravelers Companies, Inc.	$833K	0.20%	0.00%	+8.2%	Q3 2018
FHIFederated Hermes, Inc.	$810K	0.20%	Not reported	+11.9%	Q3 2025

Q1 2026Reported May 13, 2026559 positions
GLDSPDR Gold Trust	$26M	7.10%	0.02%	-7.2%	Q3 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$23.9M	6.53%	Not reported	-4.4%	Q3 2017
UPSUnited Parcel Service Inc	$16.6M	4.54%	0.02%	Not reported	Q2 2018
SPYSPDR S&P 500 ETF Trust	$12M	3.27%	Not reported	-7.9%	Q3 2017
SMHMarket Vectors ETF Trust	$10.3M	2.82%	Not reported	+2.1%	Q3 2018
NVDANvidia Corp	$5.78M	1.58%	0.00%	+0.1%	Q3 2018
AAPLApple Inc.	$5.27M	1.44%	0.00%	-3.5%	Q3 2017
AVGOBroadcom Inc.	$2.9M	0.79%	0.00%	-13.9%	Q3 2018
MSFTMicrosoft Corp	$2.13M	0.58%	0.00%	-3.0%	Q3 2017
SPMDSupermedia Inc.	$1.87M	0.51%	Not reported	-14.8%	Q3 2018
CCitigroup Inc	$1.67M	0.46%	0.00%	-1.8%	Q3 2018
BMYBristol Myers Squibb Co	$1.52M	0.42%	0.00%	+302.3%	Q3 2018
EXCExelon Corp	$1.39M	0.38%	0.00%	+1.7%	Q2 2018
ESEversource Energy	$1.37M	0.38%	0.01%	+28.7%	Q3 2025
MOAltria Group, Inc.	$1.33M	0.36%	0.00%	-0.7%	Q2 2018
NFGNational Fuel Gas Co	$1.27M	0.35%	0.01%	+4.4%	Q3 2018
NBNNortheast Bancorp	$1.25M	0.34%	Not reported	Not reported	Q2 2018
OHIOmega Healthcare Investors Inc	$1.19M	0.33%	0.01%	+106.3%	Q3 2018
RRyder System Inc	$1.18M	0.32%	0.01%	-9.9%	Q3 2018
AITApplied Industrial Technologies Inc	$1.16M	0.32%	0.01%	-6.2%	Q2 2022
HSTHost Hotels & Resorts, Inc.	$1.09M	0.30%	0.01%	New	Q1 2026
ACTEnact Holdings, Inc.	$1.07M	0.29%	0.02%	-7.9%	Q4 2022
EMEEMCOR Group, Inc.	$1.04M	0.29%	0.00%	-17.4%	Q3 2024
NRGNRG Energy, Inc.	$1.01M	0.28%	0.00%	-4.0%	Q4 2022
BBarrick Mining Corp	$1M	0.27%	0.00%	-0.6%	Q2 2025
JPMJPMorgan Chase & Co	$976K	0.27%	0.00%	-48.0%	Q2 2018
AMATApplied Materials Inc	$966K	0.26%	0.00%	+455.0%	Q3 2018
CMCanadian Imperial Bank of Commerce	$949K	0.26%	0.00%	-3.6%	Q3 2018
IAGIamgold Corp	$926K	0.25%	0.01%	-25.0%	Q3 2024
KRKroger Co	$924K	0.25%	0.00%	-5.6%	Q2 2018
CAHCardinal Health Inc	$916K	0.25%	0.00%	+182.2%	Q4 2022
XOMExxonMobil Holdings Corp	$907K	0.25%	0.00%	-7.7%	Q3 2017
UGIUgi Corp	$886K	0.24%	0.01%	-0.3%	Q1 2025
HWCHancock Whitney Corp	$879K	0.24%	0.02%	-2.1%	Q3 2018
EWBCEast West Bancorp Inc	$862K	0.24%	0.01%	+43.2%	Q1 2021
SLViShares Silver Trust	$854K	0.23%	0.00%	-1.8%	Q3 2018
AAAlcoa Corp	$839K	0.23%	0.00%	+31.0%	Q4 2025
BPOPPopular, Inc.	$826K	0.23%	0.01%	-2.7%	Q2 2022
MLIMueller Industries Inc	$816K	0.22%	0.01%	-12.1%	Q1 2023
JNJJohnson & Johnson	$815K	0.22%	0.00%	-0.7%	Q3 2017
FLEXFlex Ltd.	$801K	0.22%	0.00%	-12.1%	Q4 2023
HIGHartford Insurance Group, Inc.	$785K	0.21%	0.00%	+18.1%	Q2 2022
FBPFirst Bancorp	$769K	0.21%	0.02%	+1.9%	Q4 2023
AZZAzz Inc	$758K	0.21%	0.02%	-0.1%	Q3 2025
MCYMercury General Corp	$750K	0.20%	0.02%	+29.7%	Q4 2024
FHIFederated Hermes, Inc.	$743K	0.20%	Not reported	+0.8%	Q3 2025
GTXGarrett Motion Inc.	$733K	0.20%	0.02%	+15.5%	Q4 2018
IBKRInteractive Brokers Group, Inc.	$732K	0.20%	0.00%	-8.0%	Q2 2024
PHINPhinia Inc.	$723K	0.20%	0.03%	+55494.7%	Q3 2023
BRK.ABerkshire Hathaway Inc	$718K	0.20%	Not reported	Not reported	Q3 2017

Q4 2025Reported Feb 10, 2026566 positions
GLDSPDR Gold Trust	$25.8M	6.83%	0.02%	-0.7%	Q3 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$24.2M	6.41%	Not reported	-5.4%	Q3 2017
UPSUnited Parcel Service Inc	$16.8M	4.43%	0.02%	Not reported	Q2 2018
SPYSPDR S&P 500 ETF Trust	$13.6M	3.61%	Not reported	-23.1%	Q3 2017
SMHMarket Vectors ETF Trust	$9.5M	2.51%	Not reported	+4512.2%	Q3 2018
NVDANvidia Corp	$6.17M	1.63%	0.00%	-3.1%	Q3 2018
AAPLApple Inc.	$5.85M	1.55%	0.00%	+21.2%	Q3 2017
AVGOBroadcom Inc.	$3.77M	1.00%	0.00%	-4.6%	Q3 2018
MSFTMicrosoft Corp	$2.86M	0.76%	0.00%	-0.9%	Q3 2017
SPMDSupermedia Inc.	$2.14M	0.57%	Not reported	-54.8%	Q3 2018
JPMJPMorgan Chase & Co	$2.06M	0.54%	0.00%	-6.4%	Q2 2018
CCitigroup Inc	$1.75M	0.46%	0.00%	-6.5%	Q3 2018
MTGMgic Investment Corp	$1.72M	0.46%	0.03%	-1.9%	Q3 2022
RRyder System Inc	$1.23M	0.32%	0.02%	-11.3%	Q3 2018
EXCExelon Corp	$1.22M	0.32%	0.00%	+16.8%	Q2 2018
AITApplied Industrial Technologies Inc	$1.19M	0.32%	0.01%	+5.3%	Q2 2022
MOAltria Group, Inc.	$1.17M	0.31%	0.00%	+23.5%	Q2 2018
NBNNortheast Bancorp	$1.15M	0.31%	Not reported	Not reported	Q2 2018
NRGNRG Energy, Inc.	$1.15M	0.30%	0.00%	+1.4%	Q4 2022
SYFSynchrony Financial	$1.12M	0.30%	0.00%	-5.3%	Q4 2024
ACTEnact Holdings, Inc.	$1.12M	0.30%	0.02%	-0.1%	Q4 2022
IAGIamgold Corp	$1.08M	0.29%	0.01%	-13.5%	Q3 2024
BBarrick Mining Corp	$1.08M	0.29%	0.00%	-14.7%	Q2 2025
APPAppLovin Corp	$1.07M	0.28%	0.00%	-27.0%	Q1 2024
ORIOld Republic International Corp	$1.07M	0.28%	0.01%	-6.4%	Q3 2018
EMEEMCOR Group, Inc.	$1.05M	0.28%	0.00%	-1.0%	Q3 2024
ESEversource Energy	$1.04M	0.27%	0.00%	+1135.8%	Q3 2025
NFGNational Fuel Gas Co	$1.04M	0.27%	0.01%	+20.4%	Q3 2018
CVSCVS HEALTH Corp	$1.03M	0.27%	0.00%	+36.0%	Q3 2018
MLIMueller Industries Inc	$962K	0.25%	0.00%	-4.9%	Q1 2023
CMCanadian Imperial Bank of Commerce	$941K	0.25%	0.00%	-12.0%	Q3 2018
LNCLincoln National Corp	$922K	0.24%	0.01%	+145.7%	Q1 2025
UGIUgi Corp	$913K	0.24%	0.01%	+1.9%	Q1 2025
HWCHancock Whitney Corp	$899K	0.24%	0.02%	+5.5%	Q3 2018
KRKroger Co	$845K	0.22%	0.00%	+5.4%	Q2 2018
FLEXFlex Ltd.	$841K	0.22%	0.00%	-1.9%	Q4 2023
SLViShares Silver Trust	$822K	0.22%	0.00%	+96.6%	Q3 2018
APHAmphenol Corp	$811K	0.21%	0.00%	Not reported	Q2 2021
BPOPPopular, Inc.	$788K	0.21%	0.01%	+12.5%	Q2 2022
IBKRInteractive Brokers Group, Inc.	$763K	0.20%	0.00%	+3.8%	Q2 2024
AERAerCap Holdings N.V.	$761K	0.20%	0.00%	-3.8%	Q4 2023
BRK.ABerkshire Hathaway Inc	$755K	0.20%	Not reported	Not reported	Q3 2017
FBPFirst Bancorp	$732K	0.19%	0.02%	-0.1%	Q4 2023
TRVTravelers Companies, Inc.	$724K	0.19%	0.00%	+7.4%	Q3 2018
XOMExxonMobil Holdings Corp	$697K	0.18%	0.00%	+0.9%	Q3 2017
JNJJohnson & Johnson	$695K	0.18%	0.00%	-0.4%	Q3 2017
FHIFederated Hermes, Inc.	$678K	0.18%	Not reported	+10.0%	Q3 2025
HIGHartford Insurance Group, Inc.	$677K	0.18%	0.00%	+42.3%	Q2 2022
JAZZJazz Pharmaceuticals plc	$670K	0.18%	0.01%	-15.2%	Q1 2025
AZZAzz Inc	$650K	0.17%	0.02%	+23.7%	Q3 2025

Q3 2025Reported Nov 14, 2025561 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$25.1M	6.78%	Not reported	+2.6%	Q3 2017
GLDSPDR Gold Trust	$23.3M	6.28%	0.02%	+2.0%	Q3 2018
SPYSPDR S&P 500 ETF Trust	$17.3M	4.67%	Not reported	-1.0%	Q3 2017
UPSUnited Parcel Service Inc	$14.1M	3.80%	0.02%	0.0%	Q2 2018
NVDANvidia Corp	$6.37M	1.72%	0.00%	+0.3%	Q3 2018
SPMDSupermedia Inc.	$4.68M	1.26%	Not reported	-8.9%	Q3 2018
AAPLApple Inc.	$4.52M	1.22%	0.00%	-9.9%	Q3 2017
AVGOBroadcom Inc.	$3.77M	1.02%	0.00%	+1.0%	Q3 2018
MSFTMicrosoft Corp	$3.09M	0.83%	0.00%	-9.5%	Q3 2017
JPMJPMorgan Chase & Co	$2.15M	0.58%	0.00%	-9.4%	Q2 2018
MTGMgic Investment Corp	$1.71M	0.46%	0.03%	-2.8%	Q3 2022
CCitigroup Inc	$1.63M	0.44%	0.00%	-11.7%	Q3 2018
APPAppLovin Corp	$1.56M	0.42%	0.00%	-13.2%	Q1 2024
RRyder System Inc	$1.36M	0.37%	0.02%	-9.4%	Q3 2018
HRBH&R Block Inc	$1.34M	0.36%	0.02%	+2.6%	Q3 2018
NRGNRG Energy, Inc.	$1.16M	0.31%	0.00%	-6.7%	Q4 2022
AITApplied Industrial Technologies Inc	$1.15M	0.31%	0.01%	-5.2%	Q2 2022
EMEEMCOR Group, Inc.	$1.12M	0.30%	0.00%	-16.1%	Q3 2024
NBNNortheast Bancorp	$1.11M	0.30%	Not reported	-21.3%	Q2 2018
ACTEnact Holdings, Inc.	$1.09M	0.29%	0.02%	-3.5%	Q4 2022
MOAltria Group, Inc.	$1.08M	0.29%	0.00%	+13.3%	Q2 2018
EXCExelon Corp	$1.08M	0.29%	0.00%	+10.5%	Q2 2018
ORIOld Republic International Corp	$1.06M	0.29%	0.01%	-3.4%	Q3 2018
SYFSynchrony Financial	$1.01M	0.27%	0.00%	-9.8%	Q4 2024
NFGNational Fuel Gas Co	$994K	0.27%	0.01%	+4.1%	Q3 2018
IAGIamgold Corp	$981K	0.26%	0.01%	-15.0%	Q3 2024
BBarrick Mining Corp	$952K	0.26%	0.00%	-13.1%	Q2 2025
CMCanadian Imperial Bank of Commerce	$943K	0.25%	0.00%	-5.9%	Q3 2018
MLIMueller Industries Inc	$891K	0.24%	0.01%	-12.6%	Q1 2023
KRKroger Co	$865K	0.23%	0.00%	+94.8%	Q2 2018
INGRIngredion Inc	$857K	0.23%	0.01%	-0.5%	Q3 2018
HWCHancock Whitney Corp	$838K	0.23%	0.02%	+0.9%	Q3 2018
FLEXFlex Ltd.	$822K	0.22%	0.00%	-9.4%	Q4 2023
VZVerizon Communications Inc	$821K	0.22%	0.00%	+4.8%	Q3 2017
IRMIron Mountain Inc	$798K	0.22%	0.00%	-5.0%	Q3 2018
UGIUgi Corp	$796K	0.21%	0.01%	-4.8%	Q1 2025
IBKRInteractive Brokers Group, Inc.	$786K	0.21%	0.00%	-11.3%	Q2 2024
FBPFirst Bancorp	$780K	0.21%	0.02%	-3.6%	Q4 2023
BRK.ABerkshire Hathaway Inc	$754K	0.20%	Not reported	Not reported	Q3 2017
APHAmphenol Corp	$742K	0.20%	0.00%	Not reported	Q2 2021
VIRTVirtu Financial, Inc.	$731K	0.20%	Not reported	+0.6%	Q4 2024
ARCCAres Capital Corp	$730K	0.20%	0.01%	-2.2%	Q4 2022
CALMCal-Maine Foods Inc	$727K	0.20%	0.02%	+33.3%	Q2 2025
CVSCVS HEALTH Corp	$718K	0.19%	0.00%	Not reported	Q3 2018
AXONAxon Enterprise, Inc.	$718K	0.19%	0.00%	Not reported	Q1 2023
BPOPPopular, Inc.	$714K	0.19%	0.01%	+22.7%	Q2 2022
MFCManulife Financial Corp	$707K	0.19%	Not reported	-57.0%	Q3 2018
DORMDorman Products, Inc.	$692K	0.19%	0.01%	-6.5%	Q3 2018
LRNStride, Inc.	$688K	0.19%	0.01%	+3.8%	Q2 2024
AERAerCap Holdings N.V.	$666K	0.18%	0.00%	-3.8%	Q4 2023

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